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Clear Rock Advisors’s NextEra Energy NEE Stock Holding History

Clear Rock Advisors’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$2.33M Buy
32,959
+2,555
+8% +$181K 1% 38
2024
Q1 		$1.94M Buy
30,404
+1,495
+5% +$87.6K 0.84% 39
2023
Q4 		$1.64M Buy
+28,909
New +$1.65M 0.74% 41

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Rock Advisors's NEE Position: Q2 2024 in Review

Clear Rock Advisors increased its NextEra Energy (NEE) stake by 8.4% in Q2 2024, buying an estimated $181K and bringing the position to 32,959 shares worth $2.33M. The position accounts for 1% of the portfolio, ranked #38.

Clear Rock Advisors first reported a position in NEE in Q4 2023 and has held it in 3 quarters since. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Clear Rock Advisors held 32,959 shares of NextEra Energy worth $2.33M as of Q2 2024.
  • Clear Rock Advisors bought 2,555 NextEra Energy shares in Q2 2024, an estimated $181K.
  • NextEra Energy made up 1% of Clear Rock Advisors's portfolio in Q2 2024, its #38 holding.
  • Clear Rock Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 3 quarters since.
  • 2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.